Invoice details

Invoice Tracker

Know exactly what status the invoice is in after sending it to your customer. A tracker above an invoice will show a status for:

  • Sent
  • Accepted
  • Approved
  • Payment incoming

Invoice tracker

Edit Invoice

To edit an invoice:

  1. Locate the invoice
  2. Click More actions
  3. Click Edit
  4. Edit details
  5. Click Save, Save & new or Preview & send

Past Payments

  • The total amount of past payments can be viewed in the Invoice Details section
  • The breakdown of multiple past payments can be viewed in the Past Payments section

Receivables - Invoice Management - Invoice details - Past payments

Invoice Notes

Add notes on the specific invoice for your own records or to communicate with others. Receivables - Invoice Management - Invoice details - Invoice Notes

Private note - for internal team members

  1. Enter notes
  2. Click Submit

Note to a connected customer

If the customer is connected in the Bill.com Network, a note can be sent to easily communicate regarding the invoice.

  1. Enter notes
  2. Turn on Visible to customer
  3. Click Submit